COMP <GO>
BSP vs BIDU // EV/EBITDA & P/E VALUATION
Bending Spoons S.p.A. (NASDAQ) VS. Baidu Inc. ADS (NASDAQ) • 15-METRIC TALLY: BSP 10
— BIDU 1
■ METRIC PARITY
LAST: $45.52 (-2.69%) • MKT CAP: $32.49B
valuation
14.9x
LAST: $76.40 (-2.86%) • MKT CAP: $26.76B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BSP VS. BIDU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BSP | BIDU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 43.90% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.90% | -1.50% | +16.40 | BSP | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 14.9x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.99% | -8.06% | +12.05 | BSP | /fcf-yield <GO> |
| Operating Margin | 21.10% | -4.50% | +25.60 | BSP | /operating-margins <GO> |
| Net Profit Margin | 16.40% | 4.30% | +12.10 | BSP | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 1.20% | +20.80 | BSP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.87 | 1.68 | +2.19 | BSP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | BSP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 38.8 | +18.40 | BSP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.17 | 1.18 | -0.01 | BIDU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.2x | 31.2x | -13.00 | BSP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $32.49B | $26.76B | $5.73B | BSP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BSP REV | BIDU REV | BSP GROSS % | BIDU GROSS % | BSP FCF | BIDU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $18.46B | — | 43.9% | — | -$2.16B |
| FY 2024 | — | $18.24B | — | 50.3% | — | $1.79B |
| FY 2023 | — | $18.96B | — | — | — | $4.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BSP // BETA 1.17
BIDU // BETA 1.18